ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 299 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,874 | +0.9% | 9,406 | +0.7% | 0.13% | +2.3% |
| Q2 2023 | $469,619 | +0.7% | 9,336 | +0.6% | 0.13% | -1.5% |
| Q1 2023 | $466,179 | +0.8% | 9,277 | +0.4% | 0.13% | -4.3% |
| Q4 2022 | $462,281 | -1.0% | 9,238 | -1.0% | 0.14% | -12.6% |
| Q3 2022 | $467,000 | +0.2% | 9,330 | +0.2% | 0.16% | +6.0% |
| Q2 2022 | $466,000 | 0.0% | 9,308 | +0.1% | 0.15% | +11.9% |
| Q1 2022 | $466,000 | -53.0% | 9,298 | -52.8% | 0.13% | -51.8% |
| Q4 2021 | $992,000 | +7.9% | 19,695 | +8.3% | 0.28% | -2.1% |
| Q3 2021 | $919,000 | +10.5% | 18,193 | +10.5% | 0.28% | +19.8% |
| Q2 2021 | $832,000 | +64.1% | 16,469 | +64.2% | 0.24% | +52.9% |
| Q1 2021 | $507,000 | -34.2% | 10,030 | -34.3% | 0.16% | -34.0% |
| Q4 2020 | $771,000 | -36.1% | 15,262 | -36.0% | 0.24% | -42.3% |
| Q3 2020 | $1,206,000 | – | 23,850 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 895,692 | $45,250,000 | 16.75% |
| Private Wealth Advisors, LLC | 765,692 | $38,698,000 | 13.37% |
| SP Asset Management | 1,446,971 | $73,101,000 | 10.07% |
| AGILIS PARTNERS LLC | 369,566 | $18,670,000 | 8.76% |
| Winthrop Advisory Group LLC | 659,354 | $33,311,000 | 8.71% |
| SEARCY FINANCIAL SERVICES INC /ADV | 283,116 | $14,303,000 | 8.55% |
| MV CAPITAL MANAGEMENT, INC. | 825,255 | $41,692,000 | 7.90% |
| Bogart Wealth, LLC | 630,145 | $31,834,000 | 5.91% |
| Seven Springs Wealth Group, LLC | 224,209 | $11,327,000 | 5.85% |
| HORIZON FINANCIAL SERVICES, LLC | 118,421 | $5,983,000 | 5.42% |